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Get your taxes done using TurboTax
Box 7 on the 1099-R for the Roth Conversion = 7 (Total Distribution is also checked)
The 1099-R for my RMD = 7
The one for the QCD = 7
Your comment "It should not ask your for the RMD for the conversion". It does ask and it's a required entry. I cannot enter No. Must be a number. I entered 0. the tax due did not change.
Sound OK?
‎January 30, 2025
3:53 PM